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Apriem Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Apriem Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30
Closed -$1K – 729
2016
Q4 		$1K Buy
+30
New +$1.56K ﹤0.01% 683
2016
Q2 		– Sell
-123
Closed -$7K – 651
2016
Q1 		$7K Buy
+123
New +$6.1K ﹤0.01% 409
2015
Q2 		– Sell
-335
Closed -$19K – 689
2015
Q1 		$19K Hold
335
– – 0.01% 328
2014
Q4 		$18K Buy
+335
New +$18.4K 0.01% 315

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Apriem Advisors's VNQI Position: Q1 2017 in Review

Apriem Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2017, closing a stake of 30 shares — an estimated $1K sold.

Apriem Advisors first reported a position in VNQI in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 200 funds tracked by Wall St. Rank hold VNQI as of Q1 2017.

  • Apriem Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 30 Vanguard Global ex-US Real Estate ETF shares in Q1 2017, an estimated $1K.
  • Apriem Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2014 and held it in 4 quarters.
  • Apriem Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $19K in Q1 2015.
  • 200 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.